Principal Business & Financial Analyst

Why Work For Us?

• Great Pay - opportunity to participate in AAA discretionary annual incentive plan or other incentive plans depending upon position
• 401k Matching – $1 for $1 company match up to 6% of eligible earnings per pay period
• Benefits – Medical, Dental, Vision, wellness program and more!
• Paid Holidays
• Paid Time Off – Team Members accrue paid time off monthly. Depending on position, an additional 24 hours per year are earmarked for volunteer activities.
• Collaborative Environment – AAA will value your contribution to providing exceptional service to our members
• Free AAA Classic Membership
• AAA Product Discounts
• Tuition Reimbursement Program

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At AAA, our Team Members strive to deliver amazing service and help our Members outsmart life’s roadblocks. We believe everything you do outside of work adds to who you are at work. We're working to transform AAA for the next century with a mission to create Members for life by unleashing the innovative spirit of our Team Members.

NOTE: THIS POSITION IS HYBRID AND REQUIRES 2 DAYS A WEEK ONSITE IN OUR WALNUT CREEK, CA OFFICE

JOB SUMMARY

Our Principal Business & Financial Analyst will support the business strategy and objectives through data-driven analysis, reporting and financial planning. They will operate with a high degree of independence with in depth knowledge of the business areas supported.

ESSENTIAL FUNCTIONS

• Data and Financial Analysis: Create actionable, data-driven recommendations that impact business decisions using internal and external data and models

• Business cases: Create complex business cases to analyze and justify investment decisions incorporating both business and financial data

• Data visualization: Create meaningful charts, graphs and tables to communicate insights and trends

• Data structure: Design business requirements for data architecture and integration; work with the Technology division to resolve data hygiene issues

• Plan and Forecast: Coordinate business partner input up to the executive level on revenue and expense drivers; improve complex forecast models; design new forecast and planning models incorporating key business and financial data

• Reporting: Maintain and improve existing periodic reports, and develop new reporting methodologies

• Business Partner Support: Partner with management up to the executive level to answer complex analytical financial and business questions

• Projects: Be responsible for components of business partner-led projects and lead internal projects to improve processes and operations

KNOWLEDGE AND SKILLS

• Strong mathematical and analytical capacity

• Strong business writing and communication skills

• Strong knowledge of the principles of structured data

• Advanced Spreadsheets (Excel, Google Sheets) and Presentation software (Powerpoint, Google Slides)

• Familiarity with Tableau, BigQuery or SQL and Python. 

• Ability to quickly gain in depth understanding of new business models

• Strong understanding of MWG business models

• Ability to apply AGILE practices (Scrum)

EDUCATION & EXPERIENCE

• Bachelor's degree in related field plus 5 years of years of business analytics, finance, accounting or audit experience or High School diploma plus 7 years of of business analytics, finance, accounting or audit experience

• Preferred Qualifications

  Ability to apply AGILE practices (ScrumMaster)

We target between minimum and midpoint of the range, and all offers are subject to a fair pay analysis - Compensation Range: Min: $129,223.00 - Mid: $161,528.00- Max: $193,834.00

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